NOTE: The check boxes featured in the Views tab have three different functions.
A normal check in the box means that that data is included
A grayed-out check tells Reporting to ignore the data (only applies to check box options)
No check in the box tells Reporting to exclude the data
Step 1: Navigate to the Views tab in Reporting. The report that appears is the default report. Choose to Group By; transaction type, deal type, finance manager, sales manager, sales person or store(when applicable) . In this example, we will choose finance manager.
Step 2: Choose from one of the 3 tabs Month, Period, or Custom. These tabs will allow you the flexibility to view your data with a wide range of date options.
Step 3: Click on the Refresh button. (Note: you may have to scroll down the page to find the refresh button depending on the amount of data being processed.) The page will refresh and show the data for the parameters you've selected. If this is the data you want to see as the default each time you visit the Views tab, click the Save button to created your default view.
Choose Columns to View
To see more or less columns, click on the Columns button. A box will appear that lists all your current profit center categories. You can choose to add or remove columns from the Ranking view by checking the box to add or unchecking the box to remove. When you are finished with your selection, click the Apply button.
Export Views to Excel or Print
To export a ranking report, click on the Export Button. You will notice the file is downloaded and saved to the PC.
To print a ranking report, click on the Print Button. This will use your current PC's printer settings to print.
Group Views
If a dealership is part of a larger group, you can choose to see each location ranked as compared to the other dealerships in the group. To get started, click on Group Views. (Note: Not all users will have this function by default but this can be added to any users logon.)
You can choose to show a summary of all dealerships in the group or show how each dealership ranks. Make your selections under Group By, then click Refresh Data.
